Sym Financial Corporation
Latest statistics and disclosures from SYM FINANCIAL Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAI, NTSI, VOE, VTI, GOVT, and represent 64.88% of SYM FINANCIAL Corp's stock portfolio.
- Added to shares of these 10 stocks: GOVT, VOE, DFAI, VEA, NTSI, GOOGL, GLD, AME, SPDW, SYK.
- Started 53 new stock positions in AME, NBIX, HIG, SPTM, SLYG, AEE, ALL, BK, SPMD, ICE.
- Reduced shares in these 10 stocks: NVDA, VTI, META, AMZN, , , MSFT, AAPL, VXUS, VIOV.
- Sold out of its positions in AVGE, AVUV, AIG, APO, TEAM, BSX, CI, KMX, CHWY, CMCSA.
- SYM FINANCIAL Corp was a net seller of stock by $-8.9M.
- SYM FINANCIAL Corp has $935M in assets under management (AUM), dropping by 4.62%.
- Central Index Key (CIK): 0000764739
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Portfolio Holdings for SYM FINANCIAL Corp
SYM FINANCIAL Corp holds 407 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 26.0 | $243M | 6.7M | 36.35 |
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| Wisdomtree Tr Internationl Efi (NTSI) | 11.1 | $104M | 2.4M | 42.75 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 10.2 | $96M | +3% | 548k | 174.58 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 8.9 | $83M | -2% | 253k | 328.17 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 8.6 | $81M | +6% | 3.5M | 23.12 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.8 | $26M | 1.0M | 25.71 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.8 | $17M | -6% | 229k | 73.46 |
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| Dow (DOW) | 1.3 | $13M | 550k | 22.93 |
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| Apple (AAPL) | 1.3 | $13M | -8% | 49k | 254.63 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 1.3 | $12M | -8% | 125k | 95.22 |
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| NVIDIA Corporation (NVDA) | 1.2 | $12M | -26% | 62k | 186.58 |
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| Microsoft Corporation (MSFT) | 1.1 | $11M | -9% | 21k | 517.95 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $9.7M | 111k | 87.31 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.9 | $8.5M | 61k | 137.80 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $5.9M | +53% | 99k | 59.92 |
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| Amazon (AMZN) | 0.6 | $5.4M | -20% | 24k | 219.57 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.6 | $5.2M | +2% | 113k | 45.76 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.5 | $5.1M | +6% | 42k | 119.92 |
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| Eli Lilly & Co. (LLY) | 0.5 | $4.9M | +3% | 6.4k | 762.99 |
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| Broadcom (AVGO) | 0.5 | $4.6M | -16% | 14k | 329.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $4.0M | +58% | 16k | 243.10 |
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| Meta Platforms Cl A (META) | 0.4 | $3.9M | -28% | 5.3k | 734.43 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.4 | $3.8M | -6% | 153k | 25.13 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $3.5M | +8% | 11k | 315.44 |
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| Spdr Index Shs Fds Msci Wrld Strgic (QWLD) | 0.4 | $3.3M | 24k | 140.43 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $3.0M | +21% | 69k | 42.79 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.7M | +14% | 27k | 100.25 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.6M | -2% | 26k | 103.06 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.3M | -12% | 4.1k | 568.77 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.1M | 3.2k | 666.25 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $2.1M | +14% | 15k | 145.60 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.2 | $2.1M | +10% | 42k | 49.03 |
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| Ge Aerospace Com New (GE) | 0.2 | $2.0M | -8% | 6.5k | 300.82 |
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| Oracle Corporation (ORCL) | 0.2 | $1.9M | +5% | 6.9k | 281.24 |
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| Tesla Motors (TSLA) | 0.2 | $1.8M | 4.1k | 444.72 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $1.8M | -4% | 13k | 138.24 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.7M | +3% | 8.9k | 185.42 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $1.6M | +30% | 16k | 100.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.5M | +5% | 3.0k | 502.74 |
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| Norfolk Southern (NSC) | 0.1 | $1.4M | 4.6k | 300.41 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.4M | -6% | 1.8k | 746.63 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | +123% | 3.6k | 355.47 |
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| Lakeland Financial Corporation (LKFN) | 0.1 | $1.3M | 20k | 64.20 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.3M | -2% | 46k | 27.30 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | -31% | 1.3k | 925.75 |
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| Visa Com Cl A (V) | 0.1 | $1.2M | +9% | 3.5k | 341.34 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | +4% | 10k | 112.75 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | 9.3k | 123.75 |
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| Booking Holdings (BKNG) | 0.1 | $1.1M | 198.00 | 5399.61 |
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| Pepsi (PEP) | 0.1 | $1.1M | 7.6k | 140.45 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $1.0M | -3% | 7.5k | 138.52 |
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| Targa Res Corp (TRGP) | 0.1 | $1.0M | 6.2k | 167.54 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.0M | +8% | 4.2k | 243.54 |
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| Abbvie (ABBV) | 0.1 | $1.0M | -43% | 4.4k | 231.52 |
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| Ge Vernova (GEV) | 0.1 | $1.0M | 1.6k | 614.90 |
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| UnitedHealth (UNH) | 0.1 | $1.0M | -12% | 2.9k | 345.35 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $996k | +17% | 21k | 46.81 |
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| Home Depot (HD) | 0.1 | $962k | +9% | 2.4k | 405.22 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $959k | -21% | 7.2k | 133.90 |
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| RPM International (RPM) | 0.1 | $930k | 7.9k | 117.88 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $917k | -12% | 3.1k | 297.91 |
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| Jabil Circuit (JBL) | 0.1 | $874k | 4.0k | 217.17 |
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| Intuit (INTU) | 0.1 | $865k | -28% | 1.3k | 682.91 |
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| Servicenow (NOW) | 0.1 | $836k | -32% | 908.00 | 920.28 |
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| Copart (CPRT) | 0.1 | $796k | +67% | 18k | 44.97 |
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| Netflix (NFLX) | 0.1 | $796k | -2% | 664.00 | 1198.92 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $774k | -34% | 6.0k | 128.35 |
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| Chevron Corporation (CVX) | 0.1 | $769k | +21% | 5.0k | 155.29 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $755k | 3.5k | 215.79 |
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| Snowflake Com Shs (SNOW) | 0.1 | $750k | +5% | 3.3k | 225.55 |
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| Merck & Co (MRK) | 0.1 | $749k | +10% | 8.9k | 83.93 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $748k | -6% | 5.2k | 143.18 |
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| International Business Machines (IBM) | 0.1 | $738k | 2.6k | 282.16 |
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| Xcel Energy (XEL) | 0.1 | $737k | 9.1k | 80.65 |
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| Tapestry (TPR) | 0.1 | $737k | -24% | 6.5k | 113.22 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $723k | 1.1k | 669.30 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $720k | 23k | 31.91 |
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| Cisco Systems (CSCO) | 0.1 | $717k | -5% | 11k | 68.42 |
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| Comfort Systems USA (FIX) | 0.1 | $715k | 866.00 | 825.18 |
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| Procter & Gamble Company (PG) | 0.1 | $703k | +2% | 4.6k | 153.65 |
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| Intel Corporation (INTC) | 0.1 | $687k | -11% | 21k | 33.55 |
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| Arista Networks Com Shs (ANET) | 0.1 | $685k | +12% | 4.7k | 145.71 |
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| PNC Financial Services (PNC) | 0.1 | $683k | 3.4k | 200.93 |
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| Cummins (CMI) | 0.1 | $667k | 1.6k | 422.37 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $653k | -2% | 1.9k | 352.75 |
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| Kla Corp Com New (KLAC) | 0.1 | $649k | 602.00 | 1078.39 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $648k | +2% | 3.6k | 182.42 |
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| General Motors Company (GM) | 0.1 | $642k | -13% | 11k | 60.97 |
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| Uber Technologies (UBER) | 0.1 | $637k | -32% | 6.5k | 97.97 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $621k | -10% | 7.0k | 89.34 |
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| Chubb (CB) | 0.1 | $620k | +20% | 2.2k | 282.25 |
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| Wec Energy Group (WEC) | 0.1 | $617k | 5.4k | 114.59 |
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| McDonald's Corporation (MCD) | 0.1 | $609k | +3% | 2.0k | 303.94 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $596k | 16k | 38.57 |
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| At&t (T) | 0.1 | $595k | -19% | 21k | 28.24 |
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| Micron Technology (MU) | 0.1 | $586k | +58% | 3.5k | 167.32 |
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| Citigroup Com New (C) | 0.1 | $583k | -25% | 5.7k | 101.50 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $581k | +5% | 968.00 | 600.45 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $578k | 18k | 32.79 |
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| Linde SHS (LIN) | 0.1 | $577k | -18% | 1.2k | 475.00 |
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| Bank of America Corporation (BAC) | 0.1 | $567k | +12% | 11k | 51.59 |
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| Altria (MO) | 0.1 | $565k | -22% | 8.6k | 66.06 |
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| IDEXX Laboratories (IDXX) | 0.1 | $560k | -52% | 877.00 | 638.89 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $554k | -31% | 904.00 | 612.38 |
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| Doordash Cl A (DASH) | 0.1 | $545k | -10% | 2.0k | 271.99 |
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| Coca-Cola Company (KO) | 0.1 | $544k | -2% | 8.2k | 66.32 |
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| Applied Materials (AMAT) | 0.1 | $541k | -21% | 2.6k | 204.71 |
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| Cme (CME) | 0.1 | $536k | -20% | 2.0k | 270.19 |
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| Proshares Tr Ultrpro S&p500 (UPRO) | 0.1 | $534k | -6% | 4.8k | 111.49 |
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| Ametek (AME) | 0.1 | $530k | NEW | 2.8k | 188.00 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $525k | 16k | 33.37 |
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| Stryker Corporation (SYK) | 0.1 | $522k | NEW | 1.4k | 369.67 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $520k | 2.7k | 194.50 |
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| Medtronic SHS (MDT) | 0.1 | $518k | -37% | 5.4k | 95.24 |
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| Abbott Laboratories (ABT) | 0.1 | $507k | -51% | 3.8k | 133.94 |
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| O'reilly Automotive (ORLY) | 0.1 | $495k | -49% | 4.6k | 107.81 |
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| Blackrock (BLK) | 0.1 | $492k | +2% | 422.00 | 1165.17 |
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| Travelers Companies (TRV) | 0.1 | $478k | +4% | 1.7k | 279.22 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $472k | 488.00 | 968.09 |
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| Caterpillar (CAT) | 0.1 | $470k | -7% | 985.00 | 477.02 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $469k | 4.7k | 99.95 |
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| Incyte Corporation (INCY) | 0.1 | $469k | -15% | 5.5k | 84.81 |
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| Advanced Micro Devices (AMD) | 0.0 | $466k | +11% | 2.9k | 161.79 |
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| Union Pacific Corporation (UNP) | 0.0 | $464k | NEW | 2.0k | 236.42 |
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| Verisk Analytics (VRSK) | 0.0 | $464k | NEW | 1.8k | 251.51 |
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| 3M Company (MMM) | 0.0 | $460k | -19% | 3.0k | 155.18 |
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| Aon Shs Cl A (AON) | 0.0 | $457k | +4% | 1.3k | 356.51 |
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| Trane Technologies SHS (TT) | 0.0 | $456k | -15% | 1.1k | 421.96 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $455k | -41% | 6.9k | 65.92 |
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| Verisign (VRSN) | 0.0 | $455k | -25% | 1.6k | 279.57 |
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| Carlyle Group (CG) | 0.0 | $454k | -44% | 7.2k | 62.70 |
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| FedEx Corporation (FDX) | 0.0 | $452k | +59% | 1.9k | 235.85 |
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| Wells Fargo & Company (WFC) | 0.0 | $450k | 5.4k | 83.81 |
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| Ishares Tr Yld Optim Bd (BYLD) | 0.0 | $440k | +6% | 19k | 22.92 |
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| Toll Brothers (TOL) | 0.0 | $437k | -18% | 3.2k | 138.14 |
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| Illumina (ILMN) | 0.0 | $437k | 4.6k | 94.97 |
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| Monster Beverage Corp (MNST) | 0.0 | $435k | -49% | 6.5k | 67.31 |
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| Danaher Corporation (DHR) | 0.0 | $432k | NEW | 2.2k | 198.26 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $428k | +9% | 881.00 | 485.25 |
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| Western Digital (WDC) | 0.0 | $427k | 3.6k | 120.06 |
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| Progressive Corporation (PGR) | 0.0 | $424k | -3% | 1.7k | 246.95 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $419k | 2.7k | 158.10 |
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| Ecolab (ECL) | 0.0 | $419k | +48% | 1.5k | 273.86 |
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| Zscaler Incorporated (ZS) | 0.0 | $412k | +6% | 1.4k | 299.66 |
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| Martin Marietta Materials (MLM) | 0.0 | $412k | -32% | 653.00 | 630.28 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.0 | $411k | 13k | 32.90 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $407k | 745.00 | 546.75 |
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| Howmet Aerospace (HWM) | 0.0 | $397k | -20% | 2.0k | 196.23 |
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| Transunion (TRU) | 0.0 | $396k | -38% | 4.7k | 83.78 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $395k | -3% | 3.6k | 109.95 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $392k | 5.5k | 70.98 |
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| Valero Energy Corporation (VLO) | 0.0 | $390k | 2.3k | 170.26 |
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| Zoom Communications Cl A (ZM) | 0.0 | $387k | -5% | 4.7k | 82.50 |
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| Ralph Lauren Corp Cl A (RL) | 0.0 | $386k | 1.2k | 313.56 |
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| Teleflex Incorporated (TFX) | 0.0 | $386k | NEW | 3.2k | 122.36 |
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| salesforce (CRM) | 0.0 | $383k | -54% | 1.6k | 237.00 |
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| AutoZone (AZO) | 0.0 | $369k | +3% | 86.00 | 4290.24 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $366k | +3% | 1.3k | 279.29 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $366k | +2% | 600.00 | 609.58 |
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| Banco Santander Adr (SAN) | 0.0 | $365k | +3% | 35k | 10.48 |
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| Intercontinental Exchange (ICE) | 0.0 | $365k | NEW | 2.2k | 168.48 |
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| Molina Healthcare (MOH) | 0.0 | $364k | +74% | 1.9k | 191.36 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $364k | -16% | 2.8k | 128.24 |
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| Synchrony Financial (SYF) | 0.0 | $364k | +2% | 5.1k | 71.05 |
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| Steel Dynamics (STLD) | 0.0 | $364k | -20% | 2.6k | 139.43 |
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| Walt Disney Company (DIS) | 0.0 | $364k | -5% | 3.2k | 114.48 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $362k | 13k | 28.79 |
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| Philip Morris International (PM) | 0.0 | $361k | -8% | 2.2k | 162.20 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $360k | -17% | 3.3k | 110.59 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $360k | +4% | 2.7k | 134.17 |
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| Rollins (ROL) | 0.0 | $360k | NEW | 6.1k | 58.74 |
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| Gilead Sciences (GILD) | 0.0 | $360k | 3.2k | 111.00 |
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| Sap Se Spon Adr (SAP) | 0.0 | $359k | -6% | 1.3k | 267.21 |
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| Verizon Communications (VZ) | 0.0 | $358k | +11% | 8.1k | 43.95 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $358k | 600.00 | 596.03 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $357k | 2.4k | 150.86 |
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| Zoetis Cl A (ZTS) | 0.0 | $356k | +47% | 2.4k | 146.33 |
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| Enterprise Products Partners (EPD) | 0.0 | $356k | +2% | 11k | 31.27 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $354k | 1.5k | 239.64 |
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| Manhattan Associates (MANH) | 0.0 | $353k | 1.7k | 204.98 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $352k | +100% | 1.4k | 246.60 |
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| Charter Communications Inc N Cl A (CHTR) | 0.0 | $351k | NEW | 1.3k | 275.11 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $348k | +18% | 24k | 14.64 |
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| Federated Hermes CL B (FHI) | 0.0 | $348k | +24% | 6.7k | 51.93 |
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| Halliburton Company (HAL) | 0.0 | $347k | -6% | 14k | 24.60 |
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| Dupont De Nemours (DD) | 0.0 | $347k | 4.5k | 77.90 |
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| Alexandria Real Estate Equities (ARE) | 0.0 | $347k | -15% | 4.2k | 83.34 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $344k | -26% | 2.9k | 120.70 |
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| General Dynamics Corporation (GD) | 0.0 | $340k | NEW | 998.00 | 341.00 |
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| Bristol Myers Squibb (BMY) | 0.0 | $340k | -12% | 7.5k | 45.10 |
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| Capital One Financial (COF) | 0.0 | $338k | 1.6k | 212.62 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $338k | 1.3k | 256.45 |
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| PG&E Corporation (PCG) | 0.0 | $337k | +31% | 22k | 15.08 |
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| Edison International (EIX) | 0.0 | $336k | -31% | 6.1k | 55.28 |
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| Hf Sinclair Corp (DINO) | 0.0 | $334k | 6.4k | 52.34 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $333k | -5% | 1.1k | 293.74 |
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| Etsy (ETSY) | 0.0 | $333k | -4% | 5.0k | 66.39 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $331k | +4% | 21k | 15.94 |
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| Goldman Sachs (GS) | 0.0 | $330k | +8% | 414.00 | 796.96 |
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| Expedia Group Com New (EXPE) | 0.0 | $328k | +5% | 1.5k | 213.75 |
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| Natwest Group Spons Adr (NWG) | 0.0 | $327k | 23k | 14.15 |
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| Amgen (AMGN) | 0.0 | $326k | -57% | 1.2k | 282.15 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $320k | 3.4k | 95.47 |
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| Garmin SHS (GRMN) | 0.0 | $319k | +4% | 1.3k | 246.22 |
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| Citizens Financial (CFG) | 0.0 | $316k | -31% | 6.0k | 53.16 |
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| Centene Corporation (CNC) | 0.0 | $316k | +126% | 8.8k | 35.68 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $315k | +7% | 631.00 | 499.58 |
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| Crown Holdings (CCK) | 0.0 | $313k | +27% | 3.2k | 96.59 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $312k | -2% | 7.7k | 40.57 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $311k | +2% | 1.4k | 224.58 |
|
| Live Nation Entertainment (LYV) | 0.0 | $309k | -53% | 1.9k | 163.40 |
|
| Hldgs (UAL) | 0.0 | $309k | 3.2k | 96.50 |
|
|
| Tyler Technologies (TYL) | 0.0 | $308k | -29% | 589.00 | 523.16 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $308k | -28% | 675.00 | 456.00 |
|
| Evergy (EVRG) | 0.0 | $306k | +2% | 4.0k | 76.02 |
|
| Eaton Corp SHS (ETN) | 0.0 | $305k | 816.00 | 374.25 |
|
|
| Pfizer (PFE) | 0.0 | $305k | +11% | 12k | 25.48 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $302k | 18k | 17.27 |
|
|
| State Street Corporation (STT) | 0.0 | $300k | +4% | 2.6k | 116.01 |
|
| Bank Ozk (OZK) | 0.0 | $300k | +28% | 5.9k | 50.98 |
|
| D.R. Horton (DHI) | 0.0 | $296k | NEW | 1.7k | 169.49 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $296k | -59% | 7.6k | 39.19 |
|
| Ishares Tr Global Equity (GLOF) | 0.0 | $294k | 5.7k | 51.62 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $293k | 44k | 6.70 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $293k | -12% | 3.9k | 75.40 |
|
| Phillips 66 (PSX) | 0.0 | $292k | +23% | 2.1k | 136.00 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $291k | 1.4k | 209.34 |
|
|
| Kroger (KR) | 0.0 | $291k | 4.3k | 67.41 |
|
|
| Workday Cl A (WDAY) | 0.0 | $289k | NEW | 1.2k | 240.73 |
|
| Iqvia Holdings (IQV) | 0.0 | $287k | +10% | 1.5k | 189.94 |
|
| Devon Energy Corporation (DVN) | 0.0 | $287k | -28% | 8.2k | 35.06 |
|
| Qualcomm (QCOM) | 0.0 | $285k | 1.7k | 166.38 |
|
|
| MasTec (MTZ) | 0.0 | $283k | -2% | 1.3k | 212.81 |
|
| Ishares Msci World Etf (URTH) | 0.0 | $281k | 1.5k | 181.55 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $277k | +3% | 2.9k | 95.14 |
|
| Cintas Corporation (CTAS) | 0.0 | $277k | NEW | 1.3k | 205.26 |
|
| Analog Devices (ADI) | 0.0 | $275k | 1.1k | 245.70 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $275k | 1.5k | 183.73 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $274k | 7.7k | 35.69 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $273k | -4% | 4.8k | 56.75 |
|
| Natera (NTRA) | 0.0 | $272k | -13% | 1.7k | 160.97 |
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $269k | +2% | 19k | 14.44 |
|
| Lincoln National Corporation (LNC) | 0.0 | $269k | +2% | 6.7k | 40.33 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $268k | 14k | 19.25 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $266k | -4% | 1.3k | 206.51 |
|
| Arrow Electronics (ARW) | 0.0 | $264k | 2.2k | 121.00 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $263k | 15k | 17.16 |
|
|
| Technipfmc (FTI) | 0.0 | $263k | 6.7k | 39.45 |
|
|
| ConocoPhillips (COP) | 0.0 | $263k | +3% | 2.8k | 94.59 |
|
| Paypal Holdings (PYPL) | 0.0 | $263k | -15% | 3.9k | 67.06 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $262k | 1.1k | 235.83 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $261k | NEW | 6.1k | 43.16 |
|
| CRH Ord (CRH) | 0.0 | $259k | NEW | 2.2k | 119.90 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $256k | +3% | 1.5k | 167.30 |
|
| Evercore Class A (EVR) | 0.0 | $252k | NEW | 747.00 | 337.32 |
|
| Barclays Adr (BCS) | 0.0 | $250k | -31% | 12k | 20.67 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $249k | NEW | 4.6k | 54.16 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $249k | NEW | 442.00 | 562.27 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $247k | NEW | 1.8k | 140.38 |
|
| Waste Management (WM) | 0.0 | $246k | -16% | 1.1k | 220.83 |
|
| Axis Cap Hldgs SHS (AXS) | 0.0 | $246k | -12% | 2.6k | 95.80 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $245k | +3% | 1.8k | 134.60 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $243k | 7.6k | 32.07 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $242k | -3% | 824.00 | 293.58 |
|
| Mongodb Cl A (MDB) | 0.0 | $240k | NEW | 774.00 | 310.38 |
|
| TJX Companies (TJX) | 0.0 | $240k | NEW | 1.7k | 144.54 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $239k | 1.2k | 203.04 |
|
|
| Biogen Idec (BIIB) | 0.0 | $237k | NEW | 1.7k | 140.08 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $237k | +4% | 2.0k | 121.42 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $237k | NEW | 2.2k | 108.95 |
|
| Textron (TXT) | 0.0 | $236k | 2.8k | 84.49 |
|
|
| Valley National Ban (VLY) | 0.0 | $236k | 22k | 10.60 |
|
|
| Entergy Corporation (ETR) | 0.0 | $236k | 2.5k | 93.19 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $235k | NEW | 1.3k | 187.21 |
|
| Wabtec Corporation (WAB) | 0.0 | $235k | 1.2k | 200.47 |
|
|
| Nutanix Cl A (NTNX) | 0.0 | $235k | -7% | 3.2k | 74.39 |
|
| UGI Corporation (UGI) | 0.0 | $235k | 7.1k | 33.26 |
|
|
| First Tr Exchng Traded Fd Vi Confluence Bdc | 0.0 | $233k | NEW | 12k | 19.75 |
|
| Ashland (ASH) | 0.0 | $233k | -24% | 4.9k | 47.91 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $232k | -81% | 1.7k | 139.66 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $232k | -9% | 5.9k | 39.22 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $231k | 781.00 | 296.29 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $231k | -32% | 2.3k | 98.50 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.0 | $231k | 5.2k | 44.19 |
|
|
| Fortinet (FTNT) | 0.0 | $230k | -54% | 2.7k | 84.08 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $230k | 1.5k | 154.23 |
|
|
| Royal Gold (RGLD) | 0.0 | $228k | -11% | 1.1k | 200.58 |
|
| American Electric Power Company (AEP) | 0.0 | $227k | NEW | 2.0k | 112.52 |
|
| Wingstop (WING) | 0.0 | $224k | -18% | 891.00 | 251.68 |
|
| Lyft Cl A Com (LYFT) | 0.0 | $224k | -50% | 10k | 22.01 |
|
| Autodesk (ADSK) | 0.0 | $222k | -27% | 700.00 | 317.67 |
|
| Msci (MSCI) | 0.0 | $221k | -23% | 390.00 | 567.41 |
|
| Oshkosh Corporation (OSK) | 0.0 | $221k | NEW | 1.7k | 129.70 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $221k | 869.00 | 254.23 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $221k | -4% | 3.4k | 65.26 |
|
| Exelixis (EXEL) | 0.0 | $221k | -17% | 5.3k | 41.30 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $219k | 1.2k | 189.70 |
|
|
| Emcor (EME) | 0.0 | $217k | -29% | 334.00 | 649.54 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $216k | NEW | 1.5k | 145.67 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $215k | 4.2k | 50.73 |
|
|
| Guidewire Software (GWRE) | 0.0 | $215k | 936.00 | 229.86 |
|
|
| Allstate Corporation (ALL) | 0.0 | $215k | NEW | 1.0k | 214.57 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $213k | NEW | 297.00 | 718.54 |
|
| Best Buy (BBY) | 0.0 | $213k | NEW | 2.8k | 75.62 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.0 | $213k | -55% | 6.2k | 34.17 |
|
| First Horizon National Corporation (FHN) | 0.0 | $212k | NEW | 9.4k | 22.61 |
|
| Dell Technologies CL C (DELL) | 0.0 | $212k | NEW | 1.5k | 141.77 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $212k | -19% | 8.0k | 26.34 |
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.0 | $211k | NEW | 5.8k | 36.15 |
|
| Ameren Corporation (AEE) | 0.0 | $208k | NEW | 2.0k | 104.38 |
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $208k | NEW | 2.3k | 88.76 |
|
| Hartford Financial Services (HIG) | 0.0 | $208k | NEW | 1.6k | 133.39 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $208k | 5.1k | 41.11 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $207k | 799.00 | 259.44 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $205k | NEW | 1.4k | 149.86 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $203k | NEW | 1.0k | 201.53 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $203k | -3% | 1.5k | 139.17 |
|
| Pool Corporation (POOL) | 0.0 | $203k | NEW | 653.00 | 310.07 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $201k | NEW | 7.1k | 28.26 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $201k | NEW | 1.1k | 177.35 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $201k | -31% | 914.00 | 219.53 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $191k | 679.00 | 281.86 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $183k | 1.3k | 145.65 |
|
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $179k | -8% | 2.1k | 84.83 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $179k | 1.7k | 103.40 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $169k | 353.00 | 479.61 |
|
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $161k | 1.0k | 155.45 |
|
|
| Adt (ADT) | 0.0 | $155k | NEW | 18k | 8.71 |
|
| Wendy's/arby's Group (WEN) | 0.0 | $136k | 15k | 9.16 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $134k | +69% | 418.00 | 320.04 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $128k | 1.1k | 118.37 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $128k | 4.3k | 29.64 |
|
|
| DNP Select Income Fund (DNP) | 0.0 | $125k | 13k | 10.01 |
|
|
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $121k | -22% | 11k | 10.91 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $118k | 899.00 | 131.24 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $118k | 1.7k | 67.51 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $115k | -14% | 970.00 | 118.84 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.0 | $114k | NEW | 2.0k | 57.19 |
|
| Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) | 0.0 | $113k | 2.0k | 56.46 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $111k | 237.00 | 469.05 |
|
|
| Amcor Ord (AMCR) | 0.0 | $108k | -24% | 13k | 8.18 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $107k | 527.00 | 203.59 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $104k | 500.00 | 208.71 |
|
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $104k | 14k | 7.27 |
|
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.0 | $98k | +7% | 1.7k | 59.00 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $96k | 676.00 | 142.45 |
|
|
| Ishares Tr Us Consm Staples (IYK) | 0.0 | $92k | 1.3k | 68.38 |
|
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $91k | NEW | 11k | 7.99 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $90k | 1.2k | 72.44 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $89k | 454.00 | 195.70 |
|
|
| Finvolution Group Sponsored Ads (FINV) | 0.0 | $87k | -6% | 12k | 7.37 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $77k | NEW | 553.00 | 140.05 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $76k | -48% | 2.9k | 26.30 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $72k | +17% | 16k | 4.54 |
|
| Gabelli Equity Trust (GAB) | 0.0 | $72k | +2% | 12k | 6.09 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $71k | 716.00 | 99.38 |
|
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $67k | NEW | 11k | 6.02 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $65k | 178.00 | 364.52 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $64k | 266.00 | 241.96 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $64k | 1.2k | 53.87 |
|
|
| Ishares Tr International Sl (ISCF) | 0.0 | $62k | -28% | 1.5k | 41.12 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $61k | -33% | 815.00 | 74.35 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $54k | 1.2k | 46.13 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $52k | 250.00 | 209.26 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $47k | 508.00 | 93.38 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $40k | 894.00 | 44.69 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $39k | -37% | 15k | 2.63 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $39k | -53% | 1.1k | 36.16 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $37k | 725.00 | 51.09 |
|
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.0 | $35k | -37% | 531.00 | 66.61 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $32k | 442.00 | 73.29 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $31k | 334.00 | 93.37 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $30k | 371.00 | 81.19 |
|
|
| Ishares Tr Global Mater Etf (MXI) | 0.0 | $27k | 296.00 | 92.35 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $26k | 627.00 | 41.75 |
|
|
| Wisdomtree Tr Us Efficient Cor (NTSX) | 0.0 | $25k | 471.00 | 53.96 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $25k | NEW | 789.00 | 31.62 |
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $24k | 948.00 | 25.56 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $23k | 83.00 | 271.92 |
|
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $22k | 247.00 | 88.62 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $19k | 200.00 | 95.89 |
|
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.0 | $19k | 228.00 | 83.05 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $18k | 127.00 | 144.37 |
|
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $18k | 178.00 | 100.77 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $17k | 254.00 | 68.46 |
|
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $17k | 138.00 | 121.76 |
|
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.0 | $16k | 299.00 | 53.27 |
|
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.0 | $14k | NEW | 173.00 | 80.65 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $13k | 239.00 | 54.23 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $13k | 67.00 | 186.49 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $12k | -91% | 110.00 | 110.49 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $12k | 138.00 | 87.21 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $12k | 134.00 | 89.62 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $11k | 200.00 | 57.10 |
|
|
| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.0 | $8.2k | NEW | 318.00 | 25.85 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $6.7k | 85.00 | 78.36 |
|
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.0 | $6.5k | NEW | 69.00 | 94.30 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.0 | $5.1k | 120.00 | 42.48 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $3.6k | 86.00 | 42.13 |
|
|
| Spdr Series Trust Bloomberg Intl T (BWX) | 0.0 | $3.0k | NEW | 130.00 | 23.00 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $2.7k | 25.00 | 106.48 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $2.6k | -67% | 45.00 | 58.71 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $2.5k | 50.00 | 50.48 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.7k | NEW | 15.00 | 113.87 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $1.5k | 25.00 | 58.72 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $496.000000 | 5.00 | 99.20 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by SYM FINANCIAL Corp
SEC 13F filings are viewable for SYM FINANCIAL Corp going back to 2017
- SYM FINANCIAL Corp 2025 Q3 filed Nov. 3, 2025
- SYM FINANCIAL Corp 2025 Q2 filed Aug. 1, 2025
- SYM FINANCIAL Corp 2025 Q1 filed May 6, 2025
- SYM FINANCIAL Corp 2024 Q4 filed Jan. 24, 2025
- SYM FINANCIAL Corp 2024 Q2 filed Aug. 8, 2024
- SYM FINANCIAL Corp 2024 Q1 filed May 6, 2024
- SYM FINANCIAL Corp 2023 Q4 filed Feb. 6, 2024
- SYM FINANCIAL Corp 2023 Q3 filed Oct. 27, 2023
- SYM FINANCIAL Corp 2023 Q2 filed Aug. 2, 2023
- SYM FINANCIAL Corp 2023 Q1 filed May 2, 2023
- SYM FINANCIAL Corp 2022 Q4 filed Jan. 19, 2023
- SYM FINANCIAL Corp 2022 Q3 filed Oct. 28, 2022
- SYM FINANCIAL Corp 2022 Q2 filed July 19, 2022
- SYM FINANCIAL Corp 2022 Q1 filed April 22, 2022
- SYM FINANCIAL Corp 2021 Q4 filed Feb. 3, 2022
- SYM FINANCIAL Corp 2021 Q3 filed Oct. 15, 2021